Humans In The Loop
Anthropic just raised $1.5B with Blackstone, Hellman & Friedman, and Goldman Sachs. OpenAI raised $4B with TPG, Bain, and Advent the same day. Both labs are building delivery organizations explicitly modeled on Palantir's forward-deployed engineer playbook. In this episode of Humans In The Loop, Kasey Roh and Galina Fendikevich unpack the following question: are FDEs the right model for enterprise AI adoption? 00:00 Trivia: Anthropic vs OpenAI on the secondary market 04:00 The news: $5.5B raised to fund delivery organizations 06:30 Why Wall Street is funding deployment, not just models 08:30 "Having the model alone doesn't change your workflows" — Goldman's quiet admission 12:00 Why enterprise environments are a rat's nest (and why APIs alone don't ship) 15:00 95% of enterprise AI pilots fail. MIT NANDA on the gap between API and production. 17:30 What Palantir's 20-year playbook actually proves 19:00 The 6,000-company ceiling: why this only works at the top 22:30 FDE economics: $350K to $500K+ salaries and what they mean for customers 24:00 The permanent retainer: why FDE deployments don't end 26:30 Lock-in dressed as transformation 28:30 The contrarian take: this isn't bullish, it's the opposite 30:00 The mid-market opportunity nobody is solving yet 🗣️ Follow us on YouTube: youtube.com/channel/UCJbkvAHHTRlo2EXkGyUrA-g/ 🎧 Also on Spotify and Apple Podcasts: - Spotify: https://open.spotify.com/show/5CAwQDcofIzMM9p5GIChOo - Apple Podcast: https://podcasts.apple.com/us/podcast/humans-in-the-loop/id1892864937 💼 Connect with Us: - Kasey: https://www.linkedin.com/in/kaseyroh/ - Galina: https://www.linkedin.com/in/gfendi/ #enterpriseai #humansintheloop #humanintheloop #generativeai #aiadoption
7 episodios
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